Member Experience Associate, Banking

Nutmeg State Financial Credit Union; Rocky Hill (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Nutmeg State Financial Credit Union seeks a Member Experience Specialist I to assist with member inquiries and processing financial transactions. You will handle online banking requests and follow up on service issues, communicating with members by phone, email, or chat.

The role emphasizes accurate data entry, knowledge of Nutmeg’s products, and delivering a positive member experience across channels.

Qualifications

• Minimum of one-year experience in a sales or customer service role is required.
• Prior experience in a financial/banking institution preferred, not required.

Responsibilities

• Respond promptly to calls, emails, or chat from members seeking information or assistance with accounts.
• Provide accurate and complete information.
• Proactively collect necessary information from members to understand needs.
• Clearly explain information, listen actively to member concerns, maintain professionalism.
• Address complaints professionally and work to find satisfactory solutions.

Skills

Customer service

Sales

Phone support

Email chat support

Problem solving

Communication

Job description

Nutmeg State Financial Credit Union seeks a Member Experience Specialist I to assist with member inquiries and processing financial transactions. You will handle online banking requests and follow up on service issues, communicating with members by phone, email, or chat.

The role emphasizes accurate data entry, knowledge of Nutmeg’s products, and delivering a positive member experience across channels.